Senior Analyst, FP&A/Consumer Business Advisory - PenFed Credit Union

Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.” Joining PenFed is more than being an employee; it’s about being a part of the PenFed family.

PenFed is hiring a (Hybrid) Senior Analyst, FP&A/Consumer Business Advisory at our Tysons, Virginia location.  The Senior Analyst will play a critical role on PenFed’s Financial Planning & Analysis (FP&A) Team to provide financial insights, strategic analysis, and actionable recommendations to PenFed’s Finance, Consumer Banking, and Executive Leadership Teams.  The Senior Analyst will have a strategic consulting mindset with ability to support analysis of business endeavors, research projects, and strategic initiatives.  The Senior Analyst will collaborate directly with Finance and Consumer Banking Teams and will actively participate in the development of PenFed’s Financial Plan, ongoing forecasts and financial modeling, performance tracking, and ad hoc analyses to support key business decisions and desired outcomes.  

Responsibilities:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned. 

• Engage with the Consumer Banking, Finance, and Credit Risk Teams to develop financial forecasts and analysis of strategic initiatives, ensuring alignment to PenFed’s financial objectives. 

• Support budgeting and financial forecasting efforts related to PenFed’s Consumer Banking segment.

• Create and maintain financial models to support scenario analyses, financial planning, business cases, and industry analysis.

• Conduct industry research and ad hoc analyses in the direction of Finance or Executive Leadership. 

• Support the Director, Consumer Business Advisory & EDS with development of actionable recommendations to improve performance, mitigate risk, and capitalize on opportunities within the Consumer Banking segment.

• Prepare business cases and Board/Executive-level presentations through data visualization and translation of data insights into clear, concise, easy-to-understand content.

• Support management of special projects by providing hands-on assistance to organize task plans and follow-up with stakeholders as needed.

• Support organizational change and learning by embracing new, flexible, and agile approaches to improve business performance, processes, innovation, and efficiency.

• Contribute to PenFed’s culture of collaboration by actively working across business lines to gather data, communicate insights, and share knowledge.

• Support the design of PenFed’s financial and company targets, including the development of PenFed’s Balanced Scorecard Goals.

An equivalent combination of education and experience is considered.

• Bachelor’s degree in business administration, Accounting, Finance or Engineering required.
• Minimum of four (4) years of relevant experience in consulting, financial services, or banking.
• Demonstrated data analysis skills and the ability to connect data insights to key financial and business issues.
• Understanding of bank financial statements, specifically balance sheet and income statements.
• Understanding of the retail banking business and/or the credit union industry.
• Modeling skills, including the ability to build effective, well-organized, and easy-to-understand models.
• Excellent interpersonal, oral, and written communication and organizational skills required with ability to work with all management levels.
• Experience working with large datasets and knowledge of various data analysis software packages and tools (e.g., MS-Excel, SQL, Hyperion, PeopleSoft ERP) is strongly preferred.
• Experience with key industry data providers, including Callahan & Associates and S&P Capital IQ is preferred.
• Hands-on experience in Microsoft PowerPoint, Word, and Excel.
• Data visualization skills: experience in Tableau or other data visualization software is preferred.
• Concise, organized written communication and presentation skills, and able to prepare and summarize data effectively for management.
• Excellent troubleshooting and problem-solving skills.
• High degree of initiative and personal ownership.
• Time-managements skills and ability to prioritize in a changing environment.
• Strong interpersonal skills: ability to build and manage relationships with managers and to build relationships with senior management.
• Skill leading with diplomacy and tact while maintaining appropriate assertiveness and persistence.
• High attention to detail.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

Travel

The ability to travel to various worksites and be on-call may be required.

Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 2.8 million members and over $36 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.
 
We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more.
 
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
 
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.